Financial Services Associate (New Accounts)

Revolution Technologies - Southfield, MI

Hiring: Financial Services Associate (New Accounts) Company: Revolution Technologies Location: Southfield, MI Job Posted Time: 2026-09-10 13:51:52 Employment Type: Contract About the job Required Skills: •Answers calls and questions from financial advisors (FA’s) and sales assistants (SA’s) related to account opening and maintenance. •Establishes new client accounts by utilizing industry registration requirements. •Via department workflows, enforces documentation requirements of clients and accounts to meet industry policies and regulations, including Anti Money Laundering and Know Your Client. •Reviews standard issues, analyzes and interprets data and determines appropriate corrective action. •Understands client needs, identifies root causes of problems and implements pragmatic solutions. •Processes various basic department related reports and contacts FA’s and SA’s to resolve account issues. •Supports and complies with established policies and procedures. •Contributes to department projects, documentation, general analysis and testing as needed. Qualifications: •High School Degree or equivalent with at least two (2) years of customer service experience. Experience in a contact center environment and college degree preferred. Compensation: •Flexible work environment (work from home / hybrid options) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!